Business process templates
Business process templates are a collection of forms and workflow that allows you to automate your organization's business processes such as KYC, client onboarding, or account plan approvals.
A business process is a workflow that can consist of completing a predefined form (Process Management form) and a series of approval steps, or only the approval steps without a form. A NexJ CRM user can use a business process to record and update information about their contacts and companies.
You can create business process templates in the Business Processes tab on the Customize workspace in the classic NexJ CRM user interface that was used in the 8.X releases.
You can create business process steps in your template that define the review process for a business process. Only business processes that meet your entry criteria will be exposed to end users. For more information about entry criteria for steps, step entry actions, step exit actions, and so on, see the "Modifying business process templates" documentation in the 8.9 application administration documentation.
For more information about adding business process templates for entities, KYC updates, opportunities, and service requests, see "Adding business process templates" in the 8.9 application administration documentation.
User roles for approving business processes
This information describes the available user roles for approving business processes.
Approval requestors submit requests for approval to Approval Approvers who approve or reject the changes.
The following table shows which user roles can perform specific functions.
Function | Administrator | Approval Requestor | Approval Approver |
---|---|---|---|
Create and modify business process templates in the Business Processes tab on the Customize workspace | Yes | No | No |
Create and modify Process Management forms in the Business Processes tab on the Customize workspace | Yes | No | No |
Approve or reject a business process by updating the status and the outcome when modifying a business process step in the Business Processes tab on the Contacts workspace | Yes | No | Yes |
Approve or reject a business process on the Home, Tasks, or Contacts workspaces | Yes | No | Yes |
View a business process in the Business Processes tab on the Customize workspace | Yes | Yes | Yes |